CPA Freelancer Tool

7 Tools Every Freelance CPA Needs

Freelance News Freelance Skills Freelance Tips

Melissa is a mother of 2, lives in Utah, and writes for a multitude of sites. She is currently the EIC of and writes about health, wellness, and business topics. The busiest time of your calendar year is almost over, and soon you’ll be able to focus more on improving and growing your business. One of the best things that any freelance accountant can do is fill up their digital toolbox. There are thousands of amazing tools for freelancers and accountants that make your job easier while improving the quality of your services. This year, consider picking up the following tools favored by accountants everywhere. 1. Eversign Before you can file any client tax documents, your client must sign off on it. When you’re working freelance, the process of receiving and recording that signature is usually done electronically. You could send a digital copy of the signature agreement to your clients. They’ll sign it and then scan it and send it back to you. This is time-consuming and difficult if your client doesn’t have a printer/scanner. Eversign is the perfect solution! It’s a way to send and receive legally binding electronic documents and signatures. It takes just a few moments of your client’s time, and best of all, it’s free! 2. Skype There are three options for gathering essential information about your client’s taxes and accounting needs: phone call, email, or video conferencing. You’ll probably use a combination of all three, but you can often accomplish the most during a video conference. Skype is one of the most used and trusted video conferencing tools. It’s reliable, easy to use, and widely accessible to your clients. It’s also free, so there’s zero risk in trying it out. 3. QuickBooks You can’t offer accounting services in the 21st century without QuickBooks . You need to be well-versed in its use to help your clients, so you might as well use it for your own accounting needs. It can be somewhat pricey for a year’s subscription if you’re using it commercially, but most CPAs find that it’s well worth the expense. If you’ve been using a subpar, free accounting software, you’ll want to switch ASAP for greater efficiency and client satisfaction. 4. DropBox Having a system that makes it easy to backup, file, manage, and share the thousands of documents you handle on a monthly basis will make your life infinitely easier. DropBox is among the best options because it’s easy to use and offers excellent space and security. DropBox is also easy to use for your customers. With a simple tutorial, they can learn how to access all shared documents, edit them, and re-save them so you don’t have to use email for sending documents back and forth. It reduces confusion and enhances organization. 5. Basecamp If you’re like the average freelance accountant, you’re usually juggling several projects at once. During tax season, you may be handling hundreds of client requests within the space of a few short months. Staying […]

Leave a Reply

Your email address will not be published. Required fields are marked *